Skip to search.
 BSE Up 0.15% NSE Up 0.28%
Streaming
Ticker Tape: On

Weitz Partners Value (WPVLX)

28.97 Up 0.16(0.56%) 25 May

Prev Close:28.81
YTD Return*:6.93%
Net Assets*:802.10M
Yield*:N/A

* As of 28-Feb-13

Quotes delayed, except where indicated otherwise. Currency in USD.

Headlines

  • No Headlines available for WPVLX at this time.

Top Holdings

Symbol% AssetsYTD Return %
AON4.159.49
BRK.B4.1413.77
RWT4.1323.33
VRX.TO3.6513.15
TXN3.4712.43

Fund Basics

Morningstar Overall Rating:
Total Assets:802.1M
Category:Large Blend
Annual Report Expense Ratio (net):1.20%

Performance & Risk

YTD Return:6.93%
5y Avg Return:8.10%
Rank in Category (ytd):29
% Rank in Category (ytd):1.69%
Beta (3y):0.97
Morningstar Risk Rating:3

Fund Summary

The investment seeks capital appreciation. The fund is a "multi-cap" fund and may invest in securities of any market capitalization. It tries to buy shares of the company's stock at a significant discount to what the adviser deems as its "private market value." The fund invests with a three-five year time horizon. It may invest without limitation in high-quality cash and cash equivalents such as U.S. government securities or government money market fund shares. The fund is non-diversified. View More
Your browser doesn't support canvas
SETTINGS
Scrolling
Speed
Display
Price
Submit Feedback